06.08.2023, 2897 Zeichen

Semperit: Semperit, an internationally oriented group that develops and produces polymer products, has successfully completed the acquisition of Rico Group, one of the world’s leading full-range suppliers of customised elastomer and plastics applications. After all approvals were obtained, the closing took place on 31 July 2023. Rico generated revenue of approximately EUR 90 million in the financial year 2022 and employs more than 500 people in Austria, Switzerland and the USA.
Semperit: weekly performance: 0.74%

Raiffeisen Bank International: Raiffeisen Bank International (RBI) achieved profit after tax from continuing operations of 1.327 billion euros in the first half of 2023, exceeding the figure for the same period last year (1.299 billion euros) by about 2 per cent. Consolidated profit amounted to 1.235 billion euros, 477 million euros lower than in the previous year. The main reason for this decline is the gain from the sale of the Bulgarian subsidiary bank of 453 million euros, which was recognized in the first half of 2022. RBI further reduced its business in Russia in the second quarter of 2023. Russia contributed 35.1 per cent to RBI's operating result in the second quarter. In the first quarter of 2023, the contribution was 45.1 per cent. Compared to the previous quarter, operating income in Russia declined by 270 million euros. Taking into account the negative equity effects due to the sharp depreciation of the ruble which are not recognized in the income statement but in the other comprehensive income, the contribution from Russia in the first half of the year amounted to minus 143 million euros. "We continue to work at full speed on two options for our business in Russia: a sale and a spin-off. While we are working on these complex options, we are consequently continuing to reduce the business in Russia. This reduction is now also reflected in declining earnings contributions from Russia," CEO Johann Strobl explained.
RBI: weekly performance: -7.04%

AT&S: In comparison with the strong prior-year quarter, consolidated revenue of AT&S, a manufacturer of high-end printed circuit boards and IC substrates, declined by 28% to € 362 million in the first quarter of 2023/24 (PY: € 503 million). This decrease was primarily driven by the cooling demand dynamics, in particular for IC substrates, which AT&S was already faced with in the second half of the previous year. In the Electronics Solutions segment, the decline compared to the prior-year quarter was caused by the absence of a new model series of mobile phones. EBITDA declined by 45% from € 137 million to € 75 million. The decline in earnings is primarily attributable to the decrease in consolidated revenue. Profit for the period decreased by € 96 million to € -2 million.
AT&S: weekly performance: 2.84%

(From the 21st Austria weekly https://www.boerse-social.com/21staustria (01/08/2023)

Christian Drastil: Wiener Börse Plausch

Wiener Börse Party #715: Doppelte Vorsicht bei Marinomed vgl. Varta, FACC unter starken Zahlenlegern mit bester Börsereaktion

Bildnachweis

Aktien auf dem Radar:CA Immo, Immofinanz, Rosenbauer, Austriacard Holdings AG, Warimpex, Lenzing, Porr, Rosgix, voestalpine, Addiko Bank, SBO, FACC, Gurktaler AG VZ, Kostad, Kapsch TrafficCom, Marinomed Biotech, Wolftank-Adisa, Oberbank AG Stamm, Flughafen Wien, Agrana, Amag, Erste Group, EVN, Österreichische Post, S Immo, Telekom Austria, Uniqa, VIG, Wienerberger.

---